Samsung’s net profit fell 3.1% in the first quarter, 5G mobile phone shipments broke 8.3 million units

Original title: Samsung’s first-quarter net profit fell 3.1%, 5G mobile phone shipments broke 8.3 million units

On April 29, Samsung Electronics released the first quarter financial report, data shows that theThe companyMade in the first fiscal quarterNet profit4.89 trillion won (about 4 billion US dollars), 3.1% less than in the same period last year.

In addition, Samsung’s total revenue for the first quarter was 55.3 trillion won (approximately $ 45 billion), a decrease of 7.6% from the previous quarter, primarily due to weak seasonal revenue in the sector of screens and the consumer electronics sector.

Affected by the new coronavirus epidemic, domestic and foreign panel makers were pressured by sales, and Samsung’s display panel business had consolidated revenues of 6.59 trillion won (about $ 5.4 billion) in the first quarter, operatingLostIt is 0.29 trillion won (about $ 240 million). Samsung said the reduction in demand for mobile device panels was the main reason for the loss, but the loss of the large panel business has been reduced.

Currently, Samsung has decided to “break the arm” LCD in late 2020Industry, Fully develop QLED panels and OLED displays, to achieve industrial concentration. In the current situation where LCD screens are gradually being sidelined, ChinaBusinessJingdongFang, Huaxing Optoelectronics, etc. are expected. happen to samsung to win thisThe market.

Consumer Electronics DivisionperformanceWithout major improvement, Samsung’s consumer electronics division posted 10.3 trillion won (approximately $ 8.4 billion) in consolidated revenue and 0.45 trillion won (approximately $ 370 million) in operationsGain. WholeHome appliance industryInIndustry developmentThe longest time in history, before,Industry chainRelated companies Hisense and Haier are rumored to lay off staff to survive, and Gree and other companies have started their live-streaming business, proving that the oversupply in the industry is intensifying and competition is fierce. Samsung specifically noted that the cancellation of major world sporting events and the postponement of the Summer Olympics, consumer demand is weak and TV sales are expected to decline.

In this financial report, the business of mobile communication is the biggest bright spot. In the first quarter, Samsung’s IT and mobile communications departments posted consolidated revenues of 26 trillion won (approximately $ 21.3 billion) and operating profit of 2.65 trillion won (approximately $ 2.2 billion). Despite weak sales at the end of the first quarter, earnings have increased compared to the same period. The increase in profits lies in the reduction of marketing expenses, which benefits more with the launch of the flagship Galaxy S20 series.

In fact, in view of South Korea’s emphasis on 5G, Samsung has also invested heavily in 5G technology. Previously, the German Federal Ministry for Economic Affairs and Energy announced that the internationally renowned patent data company IPLytics and BerlinIndustryThe latest 5G industry patents jointly researched by universitiesReport. According to the report data, as of January 2020, there were 95,526 global 5G patent declarations and 21,571 5G patent families were declared. Among them, Huawei ranked first with 3,147 families, followed by Samsung 2,795 families.

And South Korea has also become the first country to market 5G. In early April, 5G users reached 5.77 million, and the penetration rate was close to 10%. Strong demand for “base camp” helped sales of the Samsung S20 series to some extent.

April 29, the marketInvestigationThe latest research from the organization Strategy Analytics, Q1 2020, 5G global smartphonesShippingThe volume increased to more than 24 million. Samsung with 8.3 millionShippingFirst, while the S20 series is selling well in Europe, the United States, India, and other markets, Samsung has yet to get on the right track in the Chinese mobile phone market. Strategy Analytics noted that shipments of 5G mobile phones in the Chinese market come mainly from domestic manufacturers. In the list, Huawei (8 million units), vivo (2.9 million units) and Xiaomi (2.5 million units) followed closely.

To continue raising morale for 5G mobile phone sales, Samsung will work with South Korean operator SK Telecom to launch the world’s first GALAXY Quantum quantum encryption smartphone in May. Based on the Samsung A71 5G, this mobile phone is equipped with a Quantum Random Number Generation (QRNG) chip developed by SK Telecom to ensure credible authentication and encryption of confidential user information and effectively prevent attacks by hackers . Furthermore, in response to the uncertainty caused by the epidemic, Samsung MobileMobilizeOpen the official website for consultationService, To help relevant partners conduct business in extraordinary times.

Finally, in the semiconductor business, under the epidemic, it benefited fromThe serverThe demand for personal computers is strong, the demand for related mobile devices is stable and the income of memory companies such as DRAM and NAND FLASHTo get betterIn the first quarter, comprehensive income was 17.64 trillion won (about 14.4 trillion US dollars), and operating profit was 3.99 trillion won (about 3.267 trillion US dollars).

It is worth mentioning that, in terms of chip foundry, Samsung said the second quarter goal is to expand the EUV leadership position and start mass production of the 5nm process. Looking at the global foundry industry, includingTexas InstrumentsMany semiconductor companies, including those with wafer manufacturing capabilities, gradually faded due to competition. Currently leftTSMCSamsungSMICWait for the head to fight over the orders. In recent years, Samsung has struggled to catch upTSMC, Trying to competeQualcomm,Nvidia,The applesWaitGreat customer, Which also means mobile semiconductorsCraftsIt officially entered the 5nm era.

(Editor in charge: DF120)